Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 260.22

+0.4%

Dec 23 3:59 PM EST

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To: Proud_Infidel who wrote (2978)	9/10/2002 1:44:42 PM
From: Kirk ©	of 25522

that is great news for those keeping score #1 PC makers and Intel are saying they have growth, but not a great deal of growth. FAR better than going down and not seeing a bottom which is where they were before. #2 Cell Phone maker Nokia, one of the leaders, says it is seeing 4-9% quarterly growth and guides to the high end of its revenue estimate. That is quite a bit of good news. The 3rd chip driver is internet products like routers and switches. I believe Cisco is seeing flat growth there now and there is expectation to run out of bandwidth in 2003 so more gear will need to be purchases to fill the fiber with bits and keep us connected. The small, unprofitable suppliers here are falling like flies... but that could end soon as the ones that can work at a profit should survive. This should lift companies like LRCX, AMAT, et. al. and I added significantly to my LRCX position this AM at $10.76. Kirk

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